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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Peter Corea is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. John Peter Corea is actively registered with the state of New York as a broker and investment advisor representative. John Peter Corea is also registered with the state of Texas as a broker. John Peter Corea has been in the securities industry for over 10 years. John Peter Corea is a general securities representative and has passed the Series 66, Series 7TO, and SIE exams. John Peter Corea's specializations include retirement planning, education planning, investment planning, estate planning and insurance planning. John Peter Corea has experience with a wide range of clients including individuals, businesses, corporations, insurance companies, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 12/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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